-22.9%
PATH vs VGT
+103.6%
-126.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +2.8% |
| 7D | +2.1% | +2.5% | -0.4% | -0.3% |
| 30D | +1.6% | -9.5% | +11.1% | +10.8% |
| 3M | -20.4% | -9.5% | -10.9% | -13.5% |
| 6M | +40.1% | -1.8% | +41.9% | +38.5% |
| YTD | -19.0% | +18.4% | -37.4% | -34.9% |
| 1Y | -5.8% | +18.7% | -24.6% | -24.4% |
| 3Y | -22.9% | +103.8% | -126.7% | -70.7% |
| All | -22.9% | +103.6% | -126.5% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling